Wealthbox on Claude
Listings side by side
| Field | WealthboxClaude · Connector | WealthboxClaude · Plugin |
|---|---|---|
| Kind | Connector | Plugin |
| Best rank | #643 Most popular · among connectors | — |
| Charts | 3 | — |
| Countries | Worldwide | Worldwide |
| Tools or skills | 67 | — |
| MCP server | mcp.crmworkspace.com | — |
| Developer | Wealthbox | — |
| Website | wealthbox.com | — |
| Starter prompts | — | — |
| Created or launched | Launched Aug 21, 2026 | Launched Sep 4, 2026 |
| Listing changes | — | — |
Tool coverage
| Tool | Claude · Connector67 tools | Claude · Plugin— |
|---|---|---|
| addrelatedcontact | AddRelatedContact | – |
| addtag | AddTag | – |
| createcomment | CreateComment | – |
| createcontact | CreateContact | – |
| createcustomobject | CreateCustomObject | – |
| createevent | CreateEvent | – |
| createnote | CreateNote | – |
| createopportunity | CreateOpportunity | – |
| createproject | CreateProject | – |
| createtag | CreateTag | – |
| createtask | CreateTask | – |
| createworkflow | CreateWorkflow | – |
| getcontact | GetContact | – |
| getcustomfieldvalue | GetCustomFieldValue | – |
| getcustomobject | GetCustomObject | – |
| getcustomobjecttype | GetCustomObjectType | – |
| getevent | GetEvent | – |
| getmeeting | GetMeeting | – |
| getnote | GetNote | – |
| getopportunity | GetOpportunity | – |
| getopportunitypipeline | GetOpportunityPipeline | – |
| getopportunitystage | GetOpportunityStage | – |
| getproject | GetProject | – |
| getrepeatingtask | GetRepeatingTask | – |
| gettask | GetTask | – |
| getuser | GetUser | – |
| getworkflow | GetWorkflow | – |
| getworkflowtemplate | GetWorkflowTemplate | – |
| linkcontacttorecord | LinkContactToRecord | – |
| listcomments | ListComments | – |
| listcontacts | ListContacts | – |
| listcontactsources | ListContactSources | – |
| listcontacttypes | ListContactTypes | – |
| listcustomfieldoptions | ListCustomFieldOptions | – |
| listcustomfields | ListCustomFields | – |
| listcustomfieldvalues | ListCustomFieldValues | – |
| listcustomobjects | ListCustomObjects | – |
| listcustomobjecttypes | ListCustomObjectTypes | – |
| listeventcategories | ListEventCategories | – |
| listevents | ListEvents | – |
| listmeetings | ListMeetings | – |
| listnotes | ListNotes | – |
| listopportunities | ListOpportunities | – |
| listopportunitypipelines | ListOpportunityPipelines | – |
| listopportunitystages | ListOpportunityStages | – |
| listprojects | ListProjects | – |
| listrepeatingtasks | ListRepeatingTasks | – |
| listtags | ListTags | – |
| listtaskcategories | ListTaskCategories | – |
| listtasks | ListTasks | – |
| listteams | ListTeams | – |
| listusers | ListUsers | – |
| listworkflows | ListWorkflows | – |
| listworkflowsteps | ListWorkflowSteps | – |
| listworkflowtemplates | ListWorkflowTemplates | – |
| listworkspaces | ListWorkspaces | – |
| setcustomfieldvalue | SetCustomFieldValue | – |
| updatecontact | UpdateContact | – |
| updatecustomobject | UpdateCustomObject | – |
| updateevent | UpdateEvent | – |
| updatemeeting | UpdateMeeting | – |
| updatenote | UpdateNote | – |
| updateopportunity | UpdateOpportunity | – |
| updateproject | UpdateProject | – |
| updatetask | UpdateTask | – |
| updateworkflow | UpdateWorkflow | – |
| updateworkflowstep | UpdateWorkflowStep | – |